James Burns, financial advisor Ann Arbor MI
90 score

James Burns

CRD Number: 6288116
Current Firm: Vintage Financial Services LLC

James Burns (CRD# 6288116) is an Investment Advisor Representative working at Vintage Financial Services LLC in Ann Arbor, MI and has 1 year of experience in the finance industry. James Burns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vintage Financial Services Ann Arbor, MI Jun 2013 - Current 3
Plante Moran Southfield, MI Jun 2008 - Jun 2013 5
School/college Hillsdale, MI Jan 2003 - May 2008 5
Austin, Neister, Beauchamp & Finnegan Port Huron, MI Jun 2007 - Aug 2007 < 1
Comparis Plymouth, MI Jul 2004 - May 2007 2

James Burns has no recent exams reported.
Contact Info for James T. Burns
Phone Number: 734-668-4040
Firm Website: http://www.vintagefs.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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Clean Record
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